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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,584 | $92,684-92.9% | $82,706-92.0% | $134,509-95.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -12.38% | 945.84%-958.2pp | 701.76%-714.1pp | 418.13%-430.5pp |
| Employer contribution / active EE | $1,001 | $3,272-69.4% | $3,007-66.7% | $4,741-78.9% |
| Participant deferral / active EE | $2,136 | $4,800-55.5% | $4,394-51.4% | $6,400-66.6% |
| Admin fee / account holder | $1,186 | $5,982-80.2% | $5,329-77.7% | $11,427-89.6% |